Polen Capital Management
Latest statistics and disclosures from Polen Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, MSFT, ORCL, LLY, GOOG, and represent 33.68% of Polen Capital Management's stock portfolio.
- Added to shares of these 10 stocks: NOW (+$698M), ISRG (+$477M), IWF (+$260M), ACWI (+$59M), SPOT (+$35M), VUG (+$11M), IVV (+$9.4M), TSM (+$7.2M), ACWX, VT.
- Started 56 new stock positions in FIGR, LYFT, SEI, KRMN, GAP, SOPH, CELC, FROG, CSIQ, LQDA.
- Reduced shares in these 10 stocks: SHOP (-$621M), AMZN (-$599M), MSFT (-$537M), ABT (-$433M), ORCL (-$410M), LLY (-$405M), WDAY (-$398M), MA (-$348M), V (-$338M), AVGO (-$330M).
- Sold out of its positions in BABA, ALNY, APPF, ACHR, ARLO, AUR, AXON, BIDU, BBSI, BEAM.
- Polen Capital Management was a net seller of stock by $-5.8B.
- Polen Capital Management has $23B in assets under management (AUM), dropping by -23.96%.
- Central Index Key (CIK): 0001034524
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Portfolio Holdings for Polen Capital Management
Polen Capital Management holds 231 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 8.5 | $2.0B | -23% | 8.7M | 230.82 |
|
| Microsoft Corporation (MSFT) | 8.1 | $1.9B | -22% | 3.9M | 483.62 |
|
| Oracle Corporation (ORCL) | 6.0 | $1.4B | -22% | 7.2M | 194.91 |
|
| Eli Lilly & Co. (LLY) | 5.7 | $1.3B | -23% | 1.2M | 1074.68 |
|
| Alphabet Cap Stk Cl C (GOOG) | 5.4 | $1.3B | -13% | 4.0M | 313.80 |
|
| Broadcom (AVGO) | 5.2 | $1.2B | -21% | 3.5M | 346.10 |
|
| Mastercard Incorporated Cl A (MA) | 5.2 | $1.2B | -22% | 2.1M | 570.88 |
|
| Visa Com Cl A (V) | 5.1 | $1.2B | -22% | 3.4M | 350.71 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 4.9 | $1.2B | -34% | 7.2M | 160.97 |
|
| NVIDIA Corporation (NVDA) | 4.2 | $994M | -15% | 5.3M | 186.50 |
|
| Servicenow (NOW) | 3.7 | $870M | +405% | 5.7M | 153.19 |
|
| Msci (MSCI) | 3.3 | $764M | -15% | 1.3M | 573.73 |
|
| Zoetis Cl A (ZTS) | 3.0 | $700M | -25% | 5.6M | 125.82 |
|
| Aon Shs Cl A (AON) | 2.8 | $652M | -25% | 1.8M | 352.88 |
|
| IDEXX Laboratories (IDXX) | 2.8 | $650M | -14% | 961k | 676.53 |
|
| Starbucks Corporation (SBUX) | 2.4 | $571M | -23% | 6.8M | 84.21 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 2.2 | $505M | -23% | 1.9M | 268.30 |
|
| Abbott Laboratories (ABT) | 2.1 | $496M | -46% | 4.0M | 125.29 |
|
| Intuitive Surgical Com New (ISRG) | 2.0 | $477M | NEW | 843k | 566.36 |
|
| Adobe Systems Incorporated (ADBE) | 2.0 | $471M | -27% | 1.3M | 349.99 |
|
| Airbnb Com Cl A (ABNB) | 1.8 | $411M | -23% | 3.0M | 135.72 |
|
| Synopsys (SNPS) | 1.7 | $397M | -19% | 845k | 469.72 |
|
| Boston Scientific Corporation (BSX) | 1.6 | $383M | -28% | 4.0M | 95.35 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.6 | $367M | +240% | 776k | 473.30 |
|
| Intuit (INTU) | 1.4 | $340M | -22% | 513k | 662.42 |
|
| CoStar (CSGP) | 1.4 | $329M | -23% | 4.9M | 67.24 |
|
| Paycom Software (PAYC) | 1.2 | $292M | -30% | 1.8M | 159.36 |
|
| Uber Technologies (UBER) | 1.2 | $291M | -21% | 3.6M | 81.71 |
|
| MercadoLibre (MELI) | 0.4 | $97M | -3% | 48k | 2014.26 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.4 | $86M | +220% | 610k | 141.49 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $61M | +13% | 201k | 303.89 |
|
| Sap Se Spon Adr (SAP) | 0.2 | $57M | -32% | 233k | 242.91 |
|
| Spotify Technology S A SHS (SPOT) | 0.2 | $42M | +547% | 72k | 580.71 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $19M | -24% | 1.2M | 16.74 |
|
| Icon SHS (ICLR) | 0.1 | $19M | -76% | 105k | 182.22 |
|
| Netflix (NFLX) | 0.1 | $16M | -63% | 174k | 93.76 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $16M | +184% | 33k | 487.86 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $13M | -38% | 367k | 36.54 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $12M | -43% | 11k | 1069.88 |
|
| Monday SHS (MNDY) | 0.0 | $12M | -36% | 79k | 147.56 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $9.7M | -93% | 31k | 313.00 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $9.4M | NEW | 14k | 684.94 |
|
| On Hldg Namen Akt A (ONON) | 0.0 | $9.0M | -24% | 195k | 46.48 |
|
| Willis Towers Watson SHS (WTW) | 0.0 | $9.0M | -87% | 27k | 328.60 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $8.5M | +105% | 127k | 67.13 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $8.4M | -26% | 97k | 86.89 |
|
| Medtronic SHS (MDT) | 0.0 | $8.1M | -32% | 85k | 96.06 |
|
| Argan (AGX) | 0.0 | $7.8M | -33% | 25k | 313.32 |
|
| Genedx Holdings Corp Com Cl A (WGS) | 0.0 | $7.8M | -12% | 60k | 130.06 |
|
| Bwx Technologies (BWXT) | 0.0 | $7.7M | +21% | 45k | 172.84 |
|
| Tencent Music Entmt Group Spon Ads (TME) | 0.0 | $7.2M | -26% | 413k | 17.53 |
|
| Dlocal Class A Com (DLO) | 0.0 | $6.6M | -33% | 467k | 14.14 |
|
| Powell Industries (POWL) | 0.0 | $6.5M | -12% | 20k | 318.78 |
|
| VSE Corporation (VSEC) | 0.0 | $5.9M | 34k | 172.77 |
|
|
| Globant S A (GLOB) | 0.0 | $5.9M | -33% | 91k | 65.37 |
|
| Sea Sponsord Ads (SE) | 0.0 | $5.4M | -39% | 43k | 127.57 |
|
| Adaptive Biotechnologies Cor (ADPT) | 0.0 | $5.3M | +11% | 326k | 16.24 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $4.7M | +632% | 34k | 141.06 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $4.6M | +167% | 6.7k | 681.96 |
|
| Makemytrip Limited Mauritius SHS (MMYT) | 0.0 | $4.4M | -38% | 54k | 82.12 |
|
| Resolute Hldgs Mgmt (RHLD) | 0.0 | $4.3M | 21k | 206.43 |
|
|
| Ies Hldgs (IESC) | 0.0 | $4.3M | -9% | 11k | 389.02 |
|
| CECO Environmental (CECO) | 0.0 | $4.2M | +15% | 70k | 59.85 |
|
| Sofi Technologies (SOFI) | 0.0 | $4.2M | +11% | 159k | 26.18 |
|
| Bel Fuse CL B (BELFB) | 0.0 | $3.8M | +15% | 23k | 169.63 |
|
| Carvana Cl A (CVNA) | 0.0 | $3.8M | -14% | 9.0k | 422.02 |
|
| Icici Bank Adr (IBN) | 0.0 | $3.7M | -44% | 124k | 29.80 |
|
| Tesla Motors (TSLA) | 0.0 | $3.7M | -4% | 8.2k | 449.72 |
|
| Pdd Holdings Sponsored Ads (PDD) | 0.0 | $3.6M | -50% | 31k | 113.39 |
|
| Hci (HCI) | 0.0 | $3.5M | 18k | 191.69 |
|
|
| Karooooo Ord Shs (KARO) | 0.0 | $3.4M | -9% | 75k | 45.50 |
|
| Joby Aviation Common Stock (JOBY) | 0.0 | $3.3M | -21% | 250k | 13.20 |
|
| Bridgebio Pharma (BBIO) | 0.0 | $2.9M | +5% | 38k | 76.49 |
|
| Astronics Corporation (ATRO) | 0.0 | $2.9M | 54k | 54.24 |
|
|
| Realreal (REAL) | 0.0 | $2.8M | +142% | 175k | 15.78 |
|
| Wayfair Cl A (W) | 0.0 | $2.7M | -10% | 27k | 100.41 |
|
| Iradimed (IRMD) | 0.0 | $2.6M | -5% | 27k | 97.28 |
|
| Dave Class A Com New (DAVE) | 0.0 | $2.6M | -5% | 12k | 221.41 |
|
| Huron Consulting (HURN) | 0.0 | $2.6M | +46% | 15k | 172.91 |
|
| Cameco Corporation (CCJ) | 0.0 | $2.6M | -27% | 28k | 91.49 |
|
| Ivanhoe Electric (IE) | 0.0 | $2.5M | -16% | 158k | 15.98 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.0 | $2.5M | 33k | 74.43 |
|
|
| Workday Cl A (WDAY) | 0.0 | $2.3M | -99% | 11k | 214.79 |
|
| Nlight (LASR) | 0.0 | $2.3M | +18% | 62k | 37.51 |
|
| Amprius Technologies Common Stock (AMPX) | 0.0 | $2.3M | -15% | 288k | 7.89 |
|
| Global X Fds S&p 500 Catholic (CATH) | 0.0 | $2.3M | -10% | 28k | 82.23 |
|
| Sphere Entertainment Cl A (SPHR) | 0.0 | $2.3M | NEW | 24k | 95.08 |
|
| Gartner (IT) | 0.0 | $2.2M | -5% | 8.8k | 252.29 |
|
| Planet Labs Pbc Com Cl A (PL) | 0.0 | $2.2M | NEW | 112k | 19.72 |
|
| First Solar (FSLR) | 0.0 | $2.2M | -25% | 8.3k | 261.23 |
|
| Brookdale Senior Living (BKD) | 0.0 | $2.2M | +20% | 201k | 10.79 |
|
| Apple (AAPL) | 0.0 | $2.1M | -49% | 7.7k | 271.85 |
|
| Alphatec Hldgs Com New (ATEC) | 0.0 | $2.0M | +85% | 96k | 21.04 |
|
| Guardant Health (GH) | 0.0 | $2.0M | +13% | 20k | 102.14 |
|
| Modine Manufacturing (MOD) | 0.0 | $1.9M | -56% | 14k | 133.51 |
|
| Carpenter Technology Corporation (CRS) | 0.0 | $1.9M | 6.1k | 314.84 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $1.9M | NEW | 5.7k | 335.27 |
|
| Mirion Technologies Com Cl A (MIR) | 0.0 | $1.9M | +4% | 79k | 23.42 |
|
| Butterfly Network Com Cl A (BFLY) | 0.0 | $1.8M | NEW | 473k | 3.80 |
|
| Protagonist Therapeutics (PTGX) | 0.0 | $1.8M | 20k | 87.34 |
|
|
| Red Violet (RDVT) | 0.0 | $1.7M | 30k | 56.95 |
|
|
| Irsa Inversiones Y Rep S A Spon Gds Ech 10 (IRS) | 0.0 | $1.7M | +7% | 103k | 16.54 |
|
| Technipfmc (FTI) | 0.0 | $1.6M | -29% | 36k | 44.56 |
|
| Ramaco Res Com Cl A (METC) | 0.0 | $1.6M | -51% | 89k | 18.00 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $1.5M | -16% | 20k | 75.91 |
|
| Clear Secure Com Cl A (YOU) | 0.0 | $1.4M | +36% | 39k | 35.08 |
|
| KAR Auction Services (OPLN) | 0.0 | $1.4M | -3% | 46k | 29.78 |
|
| Corporacion Amer Arpts S A (CAAP) | 0.0 | $1.3M | +18% | 52k | 26.00 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $1.3M | -97% | 2.3k | 579.50 |
|
| Xometry Class A Com (XMTR) | 0.0 | $1.3M | +169% | 22k | 59.47 |
|
| Pagaya Technologies Cl A New (PGY) | 0.0 | $1.3M | -16% | 64k | 20.90 |
|
| Transmedics Group (TMDX) | 0.0 | $1.3M | +90% | 11k | 121.65 |
|
| Solaris Energy Infras Com Cl A (SEI) | 0.0 | $1.3M | NEW | 29k | 45.97 |
|
| Ero Copper Corp (ERO) | 0.0 | $1.3M | NEW | 46k | 28.29 |
|
| Sionna Therapeutics (SION) | 0.0 | $1.3M | 31k | 41.14 |
|
|
| Establishment Labs Holdings Ord (ESTA) | 0.0 | $1.3M | NEW | 18k | 72.88 |
|
| Esquire Financial Holdings (ESQ) | 0.0 | $1.2M | 12k | 102.07 |
|
|
| Oppenheimer Hldgs Cl A Non Vtg (OPY) | 0.0 | $1.2M | 16k | 72.29 |
|
|
| Preformed Line Products Company (PLPC) | 0.0 | $1.2M | 5.7k | 206.71 |
|
|
| Grail (GRAL) | 0.0 | $1.2M | -18% | 14k | 85.59 |
|
| Liquidia Corporation Com New (LQDA) | 0.0 | $1.2M | NEW | 34k | 34.49 |
|
| Kodiak Sciences (KOD) | 0.0 | $1.2M | +91% | 41k | 27.96 |
|
| Grupo Financiero Galicia Sponsored Adr (GGAL) | 0.0 | $1.2M | NEW | 21k | 53.94 |
|
| Construction Partners Com Cl A (ROAD) | 0.0 | $1.2M | -2% | 11k | 108.55 |
|
| CryoLife (AORT) | 0.0 | $1.2M | NEW | 25k | 45.61 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.0 | $1.1M | -21% | 7.9k | 143.89 |
|
| Howard Hughes Holdings (HHH) | 0.0 | $1.1M | -41% | 14k | 79.77 |
|
| Rocket Lab Corp (RKLB) | 0.0 | $1.1M | NEW | 15k | 69.76 |
|
| Mirum Pharmaceuticals (MIRM) | 0.0 | $1.1M | 13k | 78.99 |
|
|
| Xeris Pharmaceuticals (XERS) | 0.0 | $1.0M | 133k | 7.85 |
|
|
| Constellation Energy (CEG) | 0.0 | $993k | -33% | 2.8k | 353.27 |
|
| Millicom Intl Cellular S A Com Stk (TIGO) | 0.0 | $981k | 18k | 55.44 |
|
|
| Astec Industries (ASTE) | 0.0 | $968k | +23% | 22k | 43.32 |
|
| Scholar Rock Hldg Corp (SRRK) | 0.0 | $959k | +20% | 22k | 44.05 |
|
| Bofi Holding (AX) | 0.0 | $947k | +19% | 11k | 86.16 |
|
| Kura Oncology (KURA) | 0.0 | $944k | NEW | 91k | 10.39 |
|
| Thredup Cl A (TDUP) | 0.0 | $931k | +31% | 146k | 6.39 |
|
| Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $916k | -22% | 65k | 14.17 |
|
| Taysha Gene Therapies Com Shs (TSHA) | 0.0 | $861k | NEW | 157k | 5.50 |
|
| Upwork (UPWK) | 0.0 | $855k | +278% | 43k | 19.82 |
|
| Babcock & Wilcox Enterpr (BW) | 0.0 | $775k | NEW | 122k | 6.34 |
|
| Asp Isotopes (ASPI) | 0.0 | $746k | -40% | 140k | 5.35 |
|
| Latham Group (SWIM) | 0.0 | $714k | -32% | 112k | 6.35 |
|
| Victory Cap Hldgs Com Cl A (VCTR) | 0.0 | $703k | -38% | 11k | 63.09 |
|
| Central Pac Finl Corp Com New (CPF) | 0.0 | $690k | +28% | 22k | 31.16 |
|
| salesforce (CRM) | 0.0 | $684k | -31% | 2.6k | 264.93 |
|
| American Superconductor Corp Shs New (AMSC) | 0.0 | $678k | -50% | 24k | 28.78 |
|
| Curtiss-Wright (CW) | 0.0 | $668k | -36% | 1.2k | 551.27 |
|
| Oddity Tech Shs Cl A (ODD) | 0.0 | $650k | -35% | 16k | 40.18 |
|
| Iheartmedia Com Cl A (IHRT) | 0.0 | $647k | +9% | 156k | 4.16 |
|
| Composecure Com Cl A (GPGI) | 0.0 | $644k | 33k | 19.28 |
|
|
| Pitney Bowes (PBI) | 0.0 | $642k | -31% | 61k | 10.57 |
|
| Nuvalent Inc-a (NUVL) | 0.0 | $640k | NEW | 6.4k | 100.59 |
|
| Jfrog Ord Shs (FROG) | 0.0 | $617k | NEW | 9.9k | 62.46 |
|
| Cytokinetics Com New (CYTK) | 0.0 | $609k | NEW | 9.6k | 63.54 |
|
| Ses Ai Corporation Cl A Com (SES) | 0.0 | $609k | -15% | 338k | 1.80 |
|
| Aehr Test Systems (AEHR) | 0.0 | $608k | +29% | 30k | 20.19 |
|
| Sterling Construction Company (STRL) | 0.0 | $598k | -40% | 2.0k | 306.23 |
|
| Figs Cl A (FIGS) | 0.0 | $555k | NEW | 49k | 11.36 |
|
| Velo3d Com New (VELO) | 0.0 | $548k | NEW | 40k | 13.74 |
|
| Ftai Aviation SHS (FTAI) | 0.0 | $541k | -74% | 2.7k | 196.85 |
|
| American Public Education (APEI) | 0.0 | $534k | NEW | 14k | 37.80 |
|
| Canadian Solar (CSIQ) | 0.0 | $528k | NEW | 22k | 23.77 |
|
| Napco Security Systems (NSSC) | 0.0 | $524k | 13k | 41.70 |
|
|
| Figure Technology Solutio Com Cl A (FIGR) | 0.0 | $523k | NEW | 13k | 40.84 |
|
| Embraer Sponsored Ads (EMBJ) | 0.0 | $510k | -60% | 7.9k | 64.37 |
|
| Automatic Data Processing (ADP) | 0.0 | $508k | -19% | 2.0k | 257.28 |
|
| Talen Energy Corp (TLN) | 0.0 | $506k | -66% | 1.3k | 374.84 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $499k | 5.0k | 100.38 |
|
|
| Porch Group (PRCH) | 0.0 | $490k | -75% | 54k | 9.13 |
|
| Nrg Energy Com New (NRG) | 0.0 | $483k | -49% | 3.0k | 159.24 |
|
| Karman Hldgs Common Stock (KRMN) | 0.0 | $472k | NEW | 6.5k | 73.17 |
|
| Celcuity (CELC) | 0.0 | $465k | NEW | 4.7k | 99.74 |
|
| Limbach Hldgs (LMB) | 0.0 | $459k | -62% | 5.9k | 77.85 |
|
| Healthequity (HQY) | 0.0 | $456k | NEW | 5.0k | 91.61 |
|
| Mamamancini's Holdings (MAMA) | 0.0 | $445k | NEW | 33k | 13.49 |
|
| Denali Therapeutics (DNLI) | 0.0 | $444k | NEW | 27k | 16.51 |
|
| Sandisk Corp (SNDK) | 0.0 | $442k | NEW | 1.9k | 237.38 |
|
| SkyWest (SKYW) | 0.0 | $440k | -64% | 4.4k | 100.41 |
|
| Ermenegildo Zegna N V Ord Shs (ZGN) | 0.0 | $438k | NEW | 43k | 10.25 |
|
| Twilio Cl A (TWLO) | 0.0 | $435k | 3.1k | 142.24 |
|
|
| Esperion Therapeutics (ESPR) | 0.0 | $430k | NEW | 116k | 3.70 |
|
| Oppfi Com Cl A (OPFI) | 0.0 | $423k | -33% | 41k | 10.46 |
|
| Luxexperience Bv Sponsored Ads (LUXE) | 0.0 | $420k | +64% | 50k | 8.35 |
|
| Mesoblast Spons Adr (MESO) | 0.0 | $415k | NEW | 23k | 18.04 |
|
| Newmark Group Cl A (NMRK) | 0.0 | $410k | +113% | 24k | 17.34 |
|
| Green Brick Partners (GRBK) | 0.0 | $409k | NEW | 6.5k | 62.66 |
|
| AeroVironment (AVAV) | 0.0 | $409k | +48% | 1.7k | 241.89 |
|
| Personalis Ord (PSNL) | 0.0 | $404k | NEW | 51k | 7.96 |
|
| Graham Corporation (GHM) | 0.0 | $399k | NEW | 6.2k | 64.23 |
|
| Adt (ADT) | 0.0 | $398k | -36% | 49k | 8.07 |
|
| UnitedHealth (UNH) | 0.0 | $395k | -19% | 1.2k | 330.18 |
|
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 0.0 | $394k | NEW | 11k | 35.08 |
|
| Medpace Hldgs (MEDP) | 0.0 | $391k | -12% | 696.00 | 561.65 |
|
| Acuity Brands (AYI) | 0.0 | $382k | -33% | 1.1k | 360.04 |
|
| Olema Pharmaceuticals (OLMA) | 0.0 | $380k | NEW | 15k | 25.00 |
|
| Appian Corp Cl A (APPN) | 0.0 | $367k | NEW | 10k | 35.42 |
|
| Axt (AXTI) | 0.0 | $363k | NEW | 22k | 16.35 |
|
| Lyft Cl A Com (LYFT) | 0.0 | $353k | NEW | 18k | 19.37 |
|
| Abcellera Biologics (ABCL) | 0.0 | $351k | -61% | 103k | 3.42 |
|
| Autodesk (ADSK) | 0.0 | $350k | -9% | 1.2k | 295.93 |
|
| Winmark Corporation (WINA) | 0.0 | $348k | NEW | 859.00 | 404.94 |
|
| Ishares Tr Global 100 Etf (IOO) | 0.0 | $347k | NEW | 2.7k | 126.66 |
|
| Gap (GAP) | 0.0 | $329k | NEW | 13k | 25.60 |
|
| Western Alliance Bancorporation (WAL) | 0.0 | $319k | -42% | 3.8k | 84.07 |
|
| Holley (HLLY) | 0.0 | $318k | NEW | 77k | 4.13 |
|
| Servicetitan Shs Cl A (TTAN) | 0.0 | $317k | +32% | 3.0k | 106.50 |
|
| Natera (NTRA) | 0.0 | $315k | -52% | 1.4k | 229.09 |
|
| Mueller Industries (MLI) | 0.0 | $312k | -45% | 2.7k | 114.80 |
|
| Armstrong World Industries (AWI) | 0.0 | $289k | +27% | 1.5k | 191.10 |
|
| Stratasys SHS (SSYS) | 0.0 | $282k | -38% | 33k | 8.68 |
|
| Ul Solutions Class A Com Shs (ULS) | 0.0 | $270k | NEW | 3.4k | 78.86 |
|
| Ascendis Pharma A/s Sponsored Adr (ASND) | 0.0 | $258k | -56% | 1.2k | 213.24 |
|
| Pacific Biosciences of California (PACB) | 0.0 | $257k | NEW | 137k | 1.87 |
|
| Symbotic Class A Com (SYM) | 0.0 | $256k | -48% | 4.3k | 59.50 |
|
| Life Time Group Holdings Common Stock (LTH) | 0.0 | $255k | -70% | 9.6k | 26.58 |
|
| Cooper Standard Holdings (CPS) | 0.0 | $251k | NEW | 7.6k | 32.83 |
|
| Eos Energy Enterprises Com Cl A (EOSE) | 0.0 | $242k | 21k | 11.46 |
|
|
| Unity Software (U) | 0.0 | $241k | -36% | 5.4k | 44.17 |
|
| Peloton Interactive Cl A Com (PTON) | 0.0 | $227k | -88% | 37k | 6.16 |
|
| Serve Robotics (SERV) | 0.0 | $227k | NEW | 22k | 10.38 |
|
| Tempus Ai Cl A (TEM) | 0.0 | $222k | -77% | 3.8k | 59.05 |
|
| Clear Channel Outdoor Holdings (CCO) | 0.0 | $212k | NEW | 96k | 2.21 |
|
| Proto Labs (PRLB) | 0.0 | $210k | NEW | 4.1k | 50.59 |
|
| Roivant Sciences SHS (ROIV) | 0.0 | $210k | NEW | 9.7k | 21.70 |
|
| Richtech Robotics CL B (RR) | 0.0 | $208k | NEW | 64k | 3.23 |
|
| Paypal Holdings (PYPL) | 0.0 | $204k | -8% | 3.5k | 58.39 |
|
| Oscar Health Cl A (OSCR) | 0.0 | $198k | -36% | 14k | 14.37 |
|
| Precigen (PGEN) | 0.0 | $176k | NEW | 42k | 4.18 |
|
| Grid Dynamics Hldgs Cl A (GDYN) | 0.0 | $175k | NEW | 19k | 9.03 |
|
| Sophia Genetics Sa Ordinary Shares (SOPH) | 0.0 | $102k | NEW | 22k | 4.67 |
|
Past Filings by Polen Capital Management
SEC 13F filings are viewable for Polen Capital Management going back to 2011
- Polen Capital Management 2025 Q4 filed Feb. 12, 2026
- Polen Capital Management 2025 Q3 filed Nov. 12, 2025
- Polen Capital Management 2025 Q2 filed Aug. 13, 2025
- Polen Capital Management 2025 Q1 filed May 12, 2025
- Polen Capital Management 2024 Q3 restated filed Feb. 10, 2025
- Polen Capital Management 2024 Q4 filed Feb. 10, 2025
- Polen Capital Management 2024 Q3 filed Nov. 13, 2024
- Polen Capital Management 2024 Q2 filed Aug. 12, 2024
- Polen Capital Management 2023 Q4 restated filed May 10, 2024
- Polen Capital Management 2024 Q1 filed May 10, 2024
- Polen Capital Management 2023 Q4 restated filed Feb. 20, 2024
- Polen Capital Management 2023 Q3 filed Nov. 13, 2023
- Polen Capital Management 2023 Q2 filed Aug. 11, 2023
- Polen Capital Management 2023 Q1 filed May 11, 2023
- Polen Capital Management 2022 Q4 filed Feb. 13, 2023
- Polen Capital Management 2022 Q3 filed Nov. 4, 2022